Redmile Group’s DexCom DXCM Stock Holding History

Redmile Group’s Portfolio DXCM Stock Details DXCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-244,391	Closed	-$22.8M	–	71
2023 Q3	$22.8M	Sell	244,391 -44,770	-15%	-$5.05M	1.08%	29
2023 Q2	$37.2M	Sell	289,161 -46,887	-14%	-$5.67M	1.43%	22
2023 Q1	$39M	Buy	+336,048	New	+$37.6M	1.69%	21
2021 Q3	–	Sell	-922,232	Closed	-$98.4M	–	80
2021 Q2	$98.4M	Buy	922,232 +32,400	+4%	+$3.11M	1.46%	23
2021 Q1	$79.9M	Buy	+889,832	New	+$83.5M	1.13%	30
2020 Q4	–	Sell	-333,648	Closed	-$34.4M	–	89
2020 Q3	$34.4M	Sell	333,648 -55,552	-14%	-$5.8M	0.63%	44
2020 Q2	$39.4M	Sell	389,200 -128,000	-25%	-$11.4M	0.73%	41
2020 Q1	$34.8M	Buy	+517,200	New	+$32.2M	0.98%	33
2019 Q4	–	Sell	-1,216,632	Closed	-$45.4M	–	67
2019 Q3	$45.4M	Buy	1,216,632 +528,232	+77%	+$20.5M	1.52%	21
2019 Q2	$25.8M	Buy	+688,400	New	+$21.6M	0.73%	41
2016 Q4	–	Sell	-9,840	Closed	-$216K	–	54
2016 Q3	$216K	Buy	+9,840	New	+$219K	0.02%	47

Other funds holding DXCM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return